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Wealthspan Partners’s Vanguard Small-Cap ETF VB Stock Holding History

Wealthspan Partners’s Portfolio VB Stock Details VB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.47M Buy
9,422
+295
+3% +$79.8K 0.87% 30
2025
Q4 		$2.35M Sell
9,127
-119
-1% -$30.5K 0.86% 29
2025
Q3 		$2.35M Sell
9,246
-382
-4% -$94.7K 0.9% 26
2025
Q2 		$2.28M Sell
9,628
-24
-0.2% -$5.35K 0.94% 26
2025
Q1 		$2.14M Sell
9,652
-143
-1% -$34.1K 0.99% 27
2024
Q4 		$2.35M Buy
9,795
+172
+2% +$42.3K 1.12% 22
2024
Q3 		$2.28M Buy
9,623
+143
+2% +$32.5K 1.13% 22
2024
Q2 		$2.07M Buy
9,480
+116
+1% +$25.5K 1.14% 20
2024
Q1 		$2.14M Buy
9,364
+627
+7% +$135K 1.26% 19
2023
Q4 		$1.86M Buy
8,737
+200
+2% +$38.5K 1.3% 18
2023
Q3 		$1.61M Buy
8,537
+787
+10% +$157K 1.28% 18
2023
Q2 		$1.54M Buy
7,750
+205
+3% +$38.7K 1.22% 18
2023
Q1 		$1.43M Sell
7,545
-175
-2% -$33.9K 1.22% 17
2022
Q4 		$1.42M Sell
7,720
-10
-0.1% -$1.85K 1.29% 16
2022
Q3 		$1.32M Sell
7,730
-91
-1% -$17.2K 1.37% 16
2022
Q2 		$1.38M Sell
7,821
-159
-2% -$30.7K 1.42% 14
2022
Q1 		$1.7M Sell
7,980
-94
-1% -$19.8K 1.54% 13
2021
Q4 		$1.82M Buy
+8,074
New +$1.83M 1.61% 14

Other funds holding VB

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
CAPTRUST Financial Advisors
CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return

Wealthspan Partners's VB Position: Q1 2026 in Review

Wealthspan Partners increased its Vanguard Small-Cap ETF (VB) stake by 3.2% in Q1 2026, buying an estimated $79.8K and bringing the position to 9,422 shares worth $2.47M. The position accounts for 0.87% of the portfolio, ranked #30.

Wealthspan Partners first reported a position in VB in Q4 2021 and has held it in 18 quarters since. 2,384 funds tracked by Wall St. Rank hold VB as of Q1 2026.

  • Wealthspan Partners held 9,422 shares of Vanguard Small-Cap ETF worth $2.47M as of Q1 2026.
  • Wealthspan Partners bought 295 Vanguard Small-Cap ETF shares in Q1 2026, an estimated $79.8K.
  • Vanguard Small-Cap ETF made up 0.87% of Wealthspan Partners's portfolio in Q1 2026, its #30 holding.
  • Wealthspan Partners first reported a position in Vanguard Small-Cap ETF in Q4 2021 and has held it in 18 quarters since.
  • 2,384 funds tracked by Wall St. Rank held Vanguard Small-Cap ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.